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What Is an AI-Powered Financial Assistant? A 2026 Guide

An AI-powered financial assistant answers money questions using your real account data. How it works, what to look for, and how to spot an unsafe one.
Ethan Teng 06 Aug 2026
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Plaid, Perplexity, OpenAI: The Rise of Intelligent Finance

Plaid's Perplexity and OpenAI deals made intelligent finance mainstream. What each unlocks, the limits of general AI, and what comes next for your money.
Ethan Teng 04 Aug 2026

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